As your consultant/advisor, I agree to do the following:
1. Provide considerate and
respectful legal services.
2. Only work on your behalf if I
have the skills, knowledge & exp. necessary to provide excellent service.
3. “Tell it like it is.” To be
open and honest with you in all transactions.
4. To act on your behalf in the
most dignified manner and conform to all legal and ethical guidelines.
5. Communicate. That means I will
be an active listener, return phone calls as soon as possible and provide
regular case status updates.
6. Work on your matter in a
timely manner so that it may be resolved as expeditiously as possible, with as
little conflict as possible.
7. Place all fee agreements in
writing.
8. Fairly bill you only for
actual attorney time, fees, and costs incurred on the case and to provide
detailed billing statements.
9. Obtain your written
authorization before negotiating a settlement or other form of resolution.
10. Preserve your confidences,
honor your privacy, and only disclose the facts of your case, or other matters,
to persons on a ‘need-to-know’ basis.
11. Remain current on the laws
and legal trends related to your matter.
12. Properly maintain all
financial books and records related to your matter and account, including trust
accounts, billing statements, cost ledgers, attorney ledgers and liens.
13. Properly maintain client
trust funds, avoid commingling, misappropriation refund any unearned fees.
14. Maintain and store your
records in a place which is secure from theft and unnecessary access, and which
is protected against the possibilities of fire, water damage and the like.
15. To promptly release client
files upon demand.
16. Additional Request(s) by the
Client:
Date: _______________ Consultant’s Signature:
______________
Date: _______________ Client’s Signature:
__________________
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